Defensive

What is it?

A relatively conservative investment option with a higher weighting towards the more defensive types of assets such as cash, fixed interest, defensive alternative funds and direct property. There is a small weighting to assets such as shares and infrastructure which provides the prospect for some capital growth.

Accumulation Account Investments
Transition to Retirement Investments
Income Account Investments

Summary

INVESTMENT PERFORMANCE OBJECTIVE

A relatively conservative investment option with a higher weighting towards the more defensive types of assets such as cash, fixed interest, defensive alternative funds and direct property. There is a small weighting to assets such as shares and infrastructure which provides the prospect for some capital growth.

INVESTMENT TIME FRAME

Short term, 5+ years. This option may be right for you if you seek to have relatively stable short term returns, whilst accepting that this is likely to result in lower investment returns over the long term. This option may be suitable for those with short time horizons or low risk tolerances.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Low to medium Low Low

 


Expected frequency of negative return over 20 year period – 1 in 20 years.

For information regarding NGS Super’s methodology for calculating the Standard Risk Measure (SRM) of each investment option, please refer to page 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: November 2001

Investment returns above are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
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Annual Returns

Summary

INVESTMENT PERFORMANCE OBJECTIVE

A relatively conservative investment option with a higher weighting towards the more defensive types of assets such as cash, fixed interest, defensive alternative funds and direct property. There is a small weighting to assets such as shares and infrastructure which provides the prospect for some capital growth.

INVESTMENT TIME FRAME

Short term, 5+ years. This option may be right for you if you seek to have relatively stable short term returns, whilst accepting that this is likely to result in lower investment returns over the long term. This option may be suitable for those with short time horizons or low risk tolerances.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Low to medium Low Low

 


Expected frequency of negative return over 20 year period – 1 in 20 years.

For information regarding NGS Super’s methodology for calculating the Standard Risk Measure (SRM) of each investment option, please refer to page 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: November 2001

Investment returns above are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
--- ---
--- ---
--- ---
--- ---
--- ---

Annual Returns

Summary

INVESTMENT PERFORMANCE OBJECTIVE

A relatively conservative investment option with a higher weighting towards the more defensive types of assets such as cash, fixed interest, defensive alternative funds and direct property. There is a small weighting to assets such as shares and infrastructure which provides the prospect for some capital growth.

INVESTMENT TIME FRAME

Short term, 5+ years. This option may be right for you if you seek to have relatively stable short term returns, whilst accepting that this is likely to result in lower investment returns over the long term. This option may be suitable for those with short time horizons or low risk tolerances.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Low to medium Low Low

 


Expected frequency of negative return over 20 year period – 1 in 20 years.

For information regarding NGS Super’s methodology for calculating the Standard Risk Measure (SRM) of each investment option, please refer to page 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: November 2001

Investment returns above are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
--- ---
--- ---
--- ---
--- ---
--- ---

Annual Returns

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